Dave Mccoy is a financial advisor with Freedom Capital Advisors Inc. and holds the Series 63 and Series 65 designations. He has 34 years of industry experience. In addition to his advisory role, he serves as COO of Steam Monsters Inc, an online gaming platform, where he focuses on growth and expansion. Freedom Capital Advisors provides investment advisory and financial planning services primarily to individual investors, joint accounts, IRAs, trusts, and corporate accounts. The firm follows a conservative, value-driven investment approach emphasizing income generation and risk-adjusted returns, utilizing a combination of fundamental, technical, and macroeconomic analysis.

Heinz Brisske is a financial advisor at KRM Financial Planning & Wealth Management, LLC with 18 years of industry experience. He holds a Series 66 credential and has previously worked at Arete Wealth Management, LLC and Robert B. Ausdal & Co., Inc. Brisske is also a full-time partner at Huck & Brisske, LLC, a law firm, and has an additional interest in photography through Brisske Business, Ltd. KRM Financial Planning & Wealth Management is an SEC-registered investment adviser serving high-net-worth individuals, trusts, foundations, endowments, pension and profit-sharing plans, and businesses. The firm offers asset management, comprehensive financial planning, and retirement plan consulting, utilizing firm models and third-party money managers with an emphasis on fiduciary retirement plan services and client education.

Wendolyn Forbes is a CFP® professional with 17 years of experience in the financial services industry. She is currently with Advisory Services Network and has previously worked at Bank of America, Merrill, and Wells Fargo. Outside of her advisory role, she is an author of fiction, non-fiction, and poetry, and serves on multiple nonprofit boards including Working Wheels, Haywood Chamber of Commerce, Haywood Vocational Opportunities, Haywood Community College Foundation, and Lake Logan Retreat Center. She also leads indoor cycling classes. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of independent Investment Adviser Representatives. The firm offers portfolio management, financial planning, and investment consulting using a variety of strategies across asset classes, managing approximately $8.6 billion in client assets.

Jack Bishop III is a CFP® with 12 years of industry experience, currently affiliated with Commonwealth Financial Network and the owner of Bishop Financial Group, LLC. He previously spent ten years at Edward Jones. Outside of his advisory work, he is co-owner of Bishop Endeavors, LLC, an entity connected to his financial services business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $210 billion in client assets. The firm offers a comprehensive adviser-support platform with various managed account programs, third-party asset manager access, and custodial services.

Sebastien Gruaz is a CFP® and Series 66 licensed advisor with Valic Financial Advisors and three years of industry experience. Prior to joining Valic Financial Advisors in 2023, he worked at United Surgical Partners International and held positions at MD Anderson Cancer Center and Houston Methodist. He is also appointed as an agent to sell non-securities insurance products for AGIA. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and consulting services through a large network of advisors, utilizing discretionary unified managed accounts and a range of model-based investment solutions.

Michael Wiercinski is a financial advisor with Kestra Advisory, holding a Series 66 designation and bringing 18 years of industry experience. Prior to joining Kestra Advisory in 2019, he worked at Wells Fargo Advisors and Wells Fargo Clearing from 2010 to 2019. He serves as president of Mountain Rock Wealth Management and is a member of the Parish Finance Council at St. Francis of Assisi Catholic Church. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors, institutional, and individual clients, offering a range of services including fiduciary consulting, plan design, and investment advice with access to multiple management platforms and third-party solutions.

Cameron Bennett is a financial advisor with Eagle Strategies (New York Life) based in Waynesville, NC, holding Series 63 and Series 65 licenses and five years of industry experience. He has worked with Eagle Strategies since 2022 and has been affiliated with NYLIFE Securities LLC and New York Life Insurance Company since 2020. Outside of his advisory role, Bennett serves as a board member for the AYSO youth soccer organization and is pursuing a Master of Arts in Theological Studies through Westminster Theological Seminary. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within the New York Life affiliate structure.

Stephen Cameron is a financial advisor with Valic Financial Advisors in Franklin, NC, holding Series 63 and Series 65 credentials and over 35 years of industry experience. He has been with Valic Financial Advisors since 1998. Outside of his advisory role, he leads kayak tours as a 1099 employee. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, wrap programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Katherine Gordon is a financial advisor with PNC Wealth Management in Franklin, NC, holding a Series 66 license and 10 years of industry experience. She previously worked at Fidelity Brokerage Services LLC from 2014 to 2017 before joining PNC Investments, where she has been since 2017. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithmic questionnaires to recommend investment strategies. The firm employs third-party managers for portfolio implementation and offers services primarily to employees through this pilot program.

Elizabeth Waters is a CFP® professional with 17 years of industry experience. She is currently with Farther and has previously worked at Commonwealth Financial Network and operated Stable Waters Financial. Waters is also an independent insurance agent. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform, offering discretionary investment management, retirement plan consulting, and non-discretionary recommendations for private investment funds. The firm employs a Modern Portfolio Theory-based approach using bespoke and algorithmic model portfolios with automatic rebalancing.

Daniel Stanush is a financial advisor at Schwab Wealth Advisory with 15 years of industry experience. He holds the Series 63 and Series 66 licenses and has been with Charles Schwab and its affiliated firms since 2011. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, providing non-discretionary fiduciary investment advice and financial planning. The firm’s approach is based on Charles Schwab & Co.’s asset-allocation models and internal research, with advice tailored to clients’ goals and risk tolerance and trades executed only with client authorization.

Evan Mc Curry is a financial advisor with Edward Jones in Waynesville, NC, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he spent nine years at Bank of America/Merrill Lynch and one year at Spring Mobile. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Martin Sohovich is a financial advisor with Ameriprise Financial Services LLC, holding Series 63 and Series 66 designations and 20 years of industry experience. His prior experience includes 13 years at Edward Jones and several years within Ameriprise and Wells Fargo Advisors. Outside of his advisory work, he owns Soho Properties, LLC, a business involved in leasing commercial office space. Ameriprise Financial Services is a large diversified advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides tailored retirement income planning and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

David Preston Jr. is a financial advisor at Edward Jones with 23 years of industry experience. He has held his position at Edward Jones since 2002 and holds Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.

Ashley Cedrone is a financial advisor with Edward Jones in Waynesville, NC, holding a Series 66 designation and seven years of industry experience. Her career includes multiple tenures at Edward Jones as well as a three-year period at Merrill. Outside of finance, she spent time working with Boojum Brewery Company. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a variety of advisory strategies and a network of over 23,000 financial advisors nationwide.

Caitlin Gilman is a financial advisor at OSAIC with 20 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including FSC Securities Corporation, Bank of America, Merrill, and Wells Fargo Clearing. Outside of her advisory role, she teaches math as an adjunct faculty member at Central Piedmont Community College and serves as a visiting lecturer at the University of North Carolina at Charlotte. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm utilizes advanced asset-allocation tools and multiple platforms to construct portfolios tailored to client needs.

Dawn Mcallen is a financial advisor at OSAIC with 29 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Fsc Securities Corp for eight years before joining OSAIC in 2023. Outside of her advisory role, she owns and manages businesses that assist clients in organizing and digitizing personal and legal information. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage, investment advisory services, and access to multiple third-party money managers. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios including various asset classes.

Justin Castle is a financial advisor with Edward Jones in Sylva, NC, holding a Series 66 designation and nine years of industry experience. He previously worked at John Hamlin State Farm for one year before joining Edward Jones in 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

William De Wandeler is a CFP®-certified financial advisor with Edward Jones, based in Franklin, NC, with 19 years of industry experience. He has worked at Edward Jones since 2009. Outside of his advisory role, he is a co-owner of a used bookstore, A Novel Escape, in Franklin. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and has a nationwide network of over 23,700 financial advisors.

Theodore Goshorn is a financial advisor at Edward Jones in Bryson City, NC, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he was involved with multiple United Methodist Church organizations and Reinhardt University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of advisory programs and investment options, supported by a large network of financial advisors and branch offices nationwide.